ITI Balanced Advantage Fund - Regular Plan - Growth Option

HybridDynamic Asset Allocation
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return-
  • 3 yr return-
  • 5 yr return-
  • Expense Ratio2.52%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees213.3

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Investment Objective Of The Scheme Is To Seek Capital Appreciation By Investing In Equity And Equity Related Securities And Fixed Income Instruments. The Allocation Between Equity Instruments And Fixed Income Will Be Managed Dynamically So As To Provide Investors With Long Term Capital Appreciation. However, There Can Be No Assurance That The Investment Objective Of The Scheme Will Be Realized.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

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